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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1051
MassMutual Private Wealth & Trust
Connecticut
$252K +$11.4K +147 +5%
CCM
1052
Cribstone Capital Management
Maine
$252K -$36.1K -467 -13%
BAM
1053
Belpointe Asset Management
Nevada
$249K -$56.2K -727 -18%
DAC
1054
Dividend Assets Capital
South Carolina
$249K – – –
AP
1055
Appleton Partners
Massachusetts
$248K -$14.1K -183 -5%
PIM
1056
Penobscot Investment Management
Massachusetts
$248K +$248K +3,203 New
CA
1057
Continuum Advisory
Idaho
$247K -$225K -2,916 -48%
AAC
1058
Asset Advisors Corp
Georgia
$247K -$39.9K -516 -14%
SCM
1059
Salem Capital Management
Massachusetts
$247K -$2.55K -33 -1%
CCC
1060
Chelsea Counsel Company
California
$246K -$7.73K -100 -3%
KTC
1061
Kistler-Tiffany Companies
Pennsylvania
$245K +$309 +4 +0.1%
DWT
1062
Dorsey & Whitney Trust
South Dakota
$244K -$32.5K -421 -12%
MFW
1063
Mosaic Family Wealth
Missouri
$244K +$34.7K +449 +17%
CCP
1064
Corient Capital Partners
California
$242K -$38.5K -498 -14%
CCT
1065
Country Club Trust
Missouri
$242K +$773 +10 +0.3%
SHCM
1066
Stokes & Hubbell Capital Management
Louisiana
$242K +$2.16K +28 +0.9%
VCM
1067
Versant Capital Management
Arizona
$241K -$39.7K -513 -14%
WKWM
1068
Walter & Keenan Wealth Management
Indiana
$241K +$38.6K +500 +13%
BA
1069
Bennicas & Associates
California
$240K -$21.3K -275 -8%
FAIM
1070
Financial Advocates Investment Management
Washington
$240K +$42.8K +554 +22%
WCM
1071
Windsor Capital Management
Arizona
$236K -$93.4K -1,208 -28%
CIS
1072
Connors Investor Services
Pennsylvania
$236K – – –
SC
1073
Saturna Capital
Washington
$235K – – –
TCOO
1074
Trust Company of Oklahoma
Oklahoma
$235K +$12.8K +165 +6%
HC
1075
Hourglass Capital
Texas
$234K – – –
41 42
43
44 45